HDFC Life Agent CRM — Policy Management & Client Tracking
Free HDFC Life agent CRM for policy management, client tracking, renewal reminders, and commission tracking. Built for HDFC Life agents in India who want to manage their book of business efficiently.
How to use HDFC Life Agent CRM — Policy Management, Renewal Tracking & Client Dashboard | InsuredBoard
Create your agent profile
Register with your HDFC Life agent code and verify your identity.
Import your client book
Upload your existing client list with policy numbers, sum assured, and renewal dates.
Set up renewal reminders
Configure automatic WhatsApp and SMS reminders for each client's renewal date.
Track commission earnings
Monitor your first-year and renewal commission income in real-time.
Manage leads and cross-sell
Add leads, track follow-ups, and identify cross-sell opportunities from your existing client base.
Frequently Asked Questions
Does HDFC Life provide CRM software for agents?
HDFC Life provides an internal agent portal for policy tracking, but it is designed for HDFC-only products. Most HDFC agents use third-party CRMs like InsuredBoard to manage clients across multiple insurers, track renewals, and send reminders — all in one place.
Can I use a CRM for multiple insurers?
Yes. Use a multi-insurer CRM like InsuredBoard to manage clients across LIC, HDFC Life, ICICI Prudential, and other insurers on a single dashboard. This is more efficient than using each insurer's separate portal.